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Introduction: 490 million are recorded every day! News came from TSMC 3nm, but foreign media: Zhang Zhongmou began to panic?
TSMC can achieve mass production of 3nm process by the end of 2022 as early as possible. At present, customers of the first batch of 3nm process chips have been confirmed. The , Apple and , Intel in the United States have both booked TSMC 3nm. It has to be said that the research and development speed of TSMC's new technology is still relatively fast. With the orders from Apple and Intel, TSMC no longer worry about orders, but foreign media said: Zhang Zhongmou is about to start panic. What's going on?
Today, although TSMC has very advanced chip technology, it still cannot bypass American companies in some core technologies. In addition, in terms of order sources, American companies cannot be bypassed. Therefore, TSMC's fate has long been closely linked to American companies, so it is normal for TSMC to be controlled by others; now, although Chang Zhongmou has been increasing TSMC's layout in the field of chip OEM, TSMC's development seems to have been banned by him.
As we all know, semiconductor integrated circuit is the core of the development of modern science and technology. With the increasing demand for chips in the entire market, major chip giants have made a lot of money; among them, TSMC, as a giant in the global chip OEM field, has always been a big winner in the chip market. TSMC's revenue has been rising for years. Even if the order for Huawei HiSilicon Kirin chips is lost, TSMC's revenue will not be affected. There has even been a situation where there is no decline but an increase!
TSMC's 3nm This process determines customers before mass production, which also shows that TSMC chips are not worried about exports; but we have overlooked a key point, that is, the orders for TSMC's advanced process chips come from American companies, and TSMC's major customers such as Apple, Intel, , Qualcomm are American companies. As long as American companies change their face, it will also bring huge risks to TSMC's revenue, and TSMC's revenue may drop significantly!
After the US has modified the chip ban many times, TSMC stopped giving Huawei OEM HiSilicon Kirin chips; although Huawei's orders for TSMC each year reach 30 billion, after losing Huawei, TSMC's revenue did not decline, but increased. This is mainly because all the production capacity vacant by Huawei was divided up by Apple and Qualcomm in the United States. Judging from the revenue of TSMC in the first quarter of the first half of 2022, TSMC's profits reached about 44.5 billion yuan, with an average daily revenue of 4.49 billion yuan. It has to be said that TSMC's money-making ability is still relatively strong!
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